Backing Up Data and Metadata

In this chapter, we’ll explore the critical importance of backing up both data and metadata as part of a comprehensive Salesforce DevOps strategy. We’ll discuss the substantial costs that organizations face from data loss and system outages in terms of lost productivity, revenue, and reputation. Viable backups can drastically reduce disruption by enabling rapid restoration after incidents. Key capabilities such as external storage, automation, integration, security, and smart restoration functionality will be explored to help you architect backups for Salesforce.

This chapter stresses capturing both metadata and data within backups to fully protect business continuity. Metadata’s indispensable role in securing data, providing context, enabling automation, and preserving configurations will be highlighted. Similarly, effective techniques for backing up Salesforce’s flexible data model at scale will be covered. You will learn...